ford and g.m. stocks didn't move much, up a half percent and a third of a percent respectively. but toyota jumped 2.9% to a new 52 week high. meantime, two energy giants reported strong fourth quarter profits. exxon earnings were 20 cents per share above estimates even though energy production dropped. chevron also had better than expected fourth quarter earnings per share, 24 cents above estimates. it was helped by refining cheaper oil, leading to higher profit margins. chevron shares saw the bigger boost, up 1.2%. exxon gained a fraction. four of the five most actively traded exchange traded funds were up. the s&p 500 volatility note fell more than 5%, as it usually moves in the opposite direction of the market. and that's tonight's market focus. >> tom: despite the rise in the unemployment rate in january, our friday market monitor thinks the u.s. economy is gaining strength. heather brilliant is the global equity research director morningstar. heather is with us from chicago. still tepid job growth here, healther so what gives you confidence that not only is the economy grow